Reviews

Mixing friends/family with investments + saving for a trip requires pre-booking based on estimated returns - if returns not good, unfunded!

Any tool that creates an incentive to save is a good start, however, investing is best practiced as a long term practice. Investing with friends towards a common goal (a vacation, for example), and using Richie to set a targeted portfolio value fails as a good tool under the assumption that the estimated returns are realized. What happens if you book a trip based on what Richie estimates your portfolio value will be in 6-12 months from now, and the market tanks?

@charleyma we are actually SEC Registered Investment Advisor. And we are using Folio Institutional as a broker-dealer. Ohh do you happened to work for Plaid? We are planning to use many things provided by Plaid in the future. We want to incorporate some Machine Learning into decision making.